September 24, 2025

US jet fuel demand rebounds into fall as refiners keep yields high

US jet/kero demand has moved past its immediate post-summer seasonal trough and is set for a modest uptick through late September and October. This is corroborated by rising daily air traveller throughput, which is trending slightly above 2024 levels.

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US jet fuel demand rebounds into fall as refiners keep yields highCargo ship docked at industrial port with red-covered containers and red ore piles, city skyline in the background.

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